ANNUAL REPORT 2017 Table Of Contents
4 How Does The Community Foundation Work? 5 Matt Velez Save A Life Fund 6 Funding Your Passion - The Whipkey Charitable Fund 8 BHS Class of 1979 Scholarship for Academic Excellence 10 Lee Ann Foundation for Victims of Breast Cancer Fund 12 The Amazing Raise - One Day. Big Change! 13 St. John the Divine Living Memorial Endowment - Securing the Future 14 Wetzel County Fund Demonstrates the Power of Collaboration 15 Civic Leaders Fellowship Program 16 Funds of CFOV 18 Fund Gifts 24 Memorial and Honorary Gifts 26 Scholarship Funds and Recipients 32 Grants and Distributions 35 Financial Statements 38 The Team 39 Why You Should Give Through CFOV
2 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Dear friends, It is with a great sense of gratitude that we present our 2017 Annual Report of the Community Foundation for the Ohio Valley. This report shares what is possible through the power of community philanthropy and individuals who choose to give back. There are many examples in the pages ahead of Ohio Valley residents who have chosen to invest in our community in very special and unique ways. These gifts are making a difference today, but they will also last for the next generation and beyond. This year we celebrate 45 years. The Community Foundation for the Ohio Valley was founded in November 1972. The success of this organization is a direct reflection on the people who have chosen to give through it over the years. The first fund of the foundation was the Fraternal Order of Police Association Scholarship Fund – a scholarship that we proudly administer today. Many, many more funds followed to get us where we are in 2017. For those of you who have given through CFOV, we sincerely thank you. More importantly, your community thanks you, too.
Sincerely,
Susie Nelson Executive Director
CFOV | REPORT TO THE COMMUNITY | 2017 3 DOES THE COMMUNITY FOUNDATION FOR THE HOW OHIO VALLEY WORK ? IT STARTS WITH
DONORS INDIVIDUALS CORPORATIONS PRIVATE NONPROFIT FOUNDATIONS ORGANIZATIONS
WITH A
PASSION ARTS EDUCATION ENVIRONMENT COMMUNITY FAITH WELLNESS
CASH WHO USE THEIR SECURITIES REAL ASSETS RETIREMENT FUNDS GIFTS INSURANCE BEQUESTS
TO DISTRIBUTIONS CREATE FROM THE ENDOWMENTS FULFILL THEIR ENDOWED FUNDS CHARITABLE PASSIONS THROUGH
UNRESTRICTED ARE GOVERNED BY DONOR ADVISED AN AGREEMENT ALL DONOR DESIGNATED BETWEEN CFOV ENDOWED AGENCY AND THE DONOR FUNDS: SCHOLARSHIP CHARITABLE REMAINDER SCHOLARSHIPS GRANTS TO CHARITABLE TRUSTS FOR STUDENTS ORGANIZATIONS
• Meets With Donors To Determine Which • Provides Statements On Fund Activity Type Of Fund Is Right For Their Goals • Offers Expertise On Community Needs CFOV TEAM • Assists Donors With Giving Complex Gifts • Preserves Donor Wishes In Perpetuity • Helps Donors Grow Funds
4 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Matt Velez Save a Life Fund
In 2001, Matt Velez died of sudden cardiac arrest in gym class. He was 17 years old. His mother, Mary, worked with CFOV to establish the Matt Velez Save a Life Fund to honor his memory. Through the fund, automatic external defibrillator (AED) units are purchased and placed in schools and public gathering places throughout the Ohio Valley.
Since the inception of the fund, more than 200 AED units have been provided to help save lives. Mary works tirelessly to stress the importance of AEDs and advocates for CPR training.
CFOV | REPORT TO THE COMMUNITY | 2017 5 Funding Your Passion The Whipkey Charitable Fund
“Funding your passion” is a term used often in philanthropy. One family from Marshall County defined funding their passion in a big way and left a legacy that will help people in perpetuity. Stoy and Twila Whipkey were married in 1942 in Claysville, Pennsylvania. After the wedding, Stoy went back to the army and Twila went back to finish high school. Twila’s side of the family was from Cameron, West Virginia, but they made their home in Claysville for some time. They had a son, Ron, whom they adored. When Ron was a child he was diagnosed with type 1 diabetes – juvenile diabetes.
Growing up with juvenile diabetes in the 1950s was a challenge. But Ron was able to share his struggles with the disease with other children by attending summer camp at Camp Kno-Koma for a week every year in southern West Virginia. Ron enjoyed camp so much that even after he was too old to attend, Stoy and Twila continued to support the camp so that more children with juvenile diabetes could enjoy it. Sadly, Ron passed away in 1996.
6 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Twila was very proud of her family, which had deep roots in Marshall County. Her grandfather was George N. Yoho, who served as a state senator from 1920-1924. In 1933 he ran for Congress, but was unsuccessful. George Yoho lived to the age of 96. During his lifetime he was a friend of the famous Wild-Cater and philanthropist, Michael Benedum, creator of the Benedum Foundation. George purchased many acres of land in Marshall and Wetzel counties. This land was ultimately passed on to Twila.
The Whipkey estate was gifted to the Community Foundation for the Ohio Valley to support Camp Kno-Koma and diabetes research at West Virginia University. Following the finalization of the gift, the first grants were made to both organizations this year. Camp Kno-Koma made significant improvements to the camp. WVU Health Sciences Center used grant funds to purchase equipment to enhance and improve their ongoing diabetes research program.
This new fund and its legacy are a testament to the love Stoy and Twila had for their son. The fund will forever benefit Camp Kno-Koma and diabetes research in West Virginia to, in their words, “help people living with diabetes live their best lives.”
CFOV | REPORT TO THE COMMUNITY | 2017 7 BHS Class of 1979 Scholarship for Academic Excellence
Mallory K. Christman
8 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 The mission of the Dear Barnesville High School Class of 1979: Barnesville High School As a recipient of the Barnesville High School Class of 1979 Scholarship for Class of 1979 Scholarship Academic Excellence, I am writing to thank you for providing me with the for Academic Excellence opportunity to attend UCLA. It has been a dynamic and challenging first year is to identify academically in Los Angeles, having both expanded my academic and cultural breadth in accomplished Barnesville such a competitive and diverse setting. High School seniors and to I am currently pursuing a double major in philosophy and political science, provide these scholars with with the hopes of becoming a lawyer. The instructors I have been fortunate enough to study under have been passionate and insightful, and their the financial resources to classes have fostered my interest in law. attend one of our nation’s top colleges or universities. Over the course of the academic year, I have been a member of UCLA’s chapter of Circle K International, a volunteer service organization sponsored Mallory Christman, a 2016 by Kiwanis International. I have also served as a student representative for graduate of Barnesville High the UCLA Fund, where I informed parents, alumni and fellow students about School, was the first recipient the importance of giving back to the university as a way to support student of this unique scholarship scholarships and academic opportunities on campus. At the beginning of the summer I accepted a job as a student assistant at the Southern Regional opportunity. Library Facility; I have been involved in Google’s Books Project by helping prepare select volumes for digitization.
This past academic year has been life-changing, and it has solidified my confidence in my choice to attend UCLA. I have been provided with numerous academic and extracurricular opportunities that have enriched my overall experience. Moving forward, I imagine this next year will present even more opportunities for me to grow academically and professionally. I am excited to start my second year here in the fall. I will be rushing UCLA’s chapter of Kappa Alpha Pi, a pre-law co-educational fraternity, and joining the Women’s Pre-Law Association.
Without the generous support of the Class of 1979, I would not be studying and pursuing my goals here at UCLA. By awarding me the Scholarship for Academic Excellence you have lightened my financial burden which has allowed me to focus on the most important aspect of college – learning. Thank you again for your willingness to support me in the pursuit of my dreams. I hope that one day I will be able to help students achieve their goals just as you have mine.
Sincerely,
Mallory K. Christman
CFOV | REPORT TO THE COMMUNITY | 2017 9 Lee Ann Foundation
10 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 The Lee Ann Foundation, a component fund of the Community Foundation for the Ohio Valley, received a generous gift from the Women of Greyhound Racing (WoGR) in support of the ongoing fight against breast cancer.
The $12,000 contribution was made possible opportunity to support others as they navigate by a variety of fundraising efforts that included a similar journeys. The Schambachs knew all too well t-shirt sale and online greyhound themed auction. the added expense that accompanies a challenging The Women of Greyhound Racing was established diagnosis. Through the Lee Ann Foundation, local in 2013 and seeks to not only recognize women patients can receive monetary support for co-pays, in all elements of the greyhound industry, but to wigs, travel expenses, supportive care services and also support charitable causes related to breast other related treatment items. cancer. The timing of the project coincides with the Brian Schambach, widower of Lee Ann, was humbled organization’s Fall National Meet which includes by the generosity of the group and is eager to elements of breast cancer awareness and recognition continue supporting the fight against cancer. for both racing greyhounds and those involved in the industry. "I was astonished and stunned when I learned the Women of Greyhound Racing would be donating The 2016 campaign proved to be the most successful $12,000 to the Lee Ann Foundation. We work hard and also marked the first time proceeds were throughout the year at various fundraisers and don't directed to a cause in West Virginia. Charities in compile an amount like that. I'm grateful." areas with racing are selected annually to benefit from the WoGR campaign. The Lee Ann Foundation was recommended to the organization by racing personnel at Wheeling Island Hotel-Casino-Racetrack.
Penny Wick, organizer of the project, was thrilled with the response. But she was not necessarily surprised since those involved in the greyhound industry regularly support relevant causes.
“We had donations of all types from 23 states and two Canadian provinces. It ranged from a grandmother, whose daughter raises greyhounds, to the owner of a racetrack facility, large greyhound operations and individual greyhound adopters. The largest single contribution was $1,300 and smallest, $5, both auction items,” Wick shared.
The Lee Ann Foundation was founded in 2009 after its namesake, Lee Ann Schambach, passed from inflammatory breast cancer. Lee Ann’s strength and fight inspired family members to create an
CFOV | REPORT TO THE COMMUNITY | 2017 11 One Day. Big Change!
CFOV once again hosted the Amazing Raise Ohio Valley, a 24-hour online giving event involving 111 nonprofits. This was the fourth year for the event, which resulted in 2,457 gifts totaling $415,630. Opportunities like the Amazing Raise provide a unique platform for our area organizations to raise funds for a variety of projects that help to make a difference! The support of generous corporate and community sponsors truly demonstrated the spirit that makes the Ohio Valley so special. By the community and for the community – it works!
Sponsors Belmont Savings Bank Dominion Energy EQT Harvey Goodman Realtor Top Home Savings Bank Huntington Bank Total Raised IBEW Local 141 Fundraisers3 Main Street Bank Orrick Robinson Auto Group $415,630 Schenk Charitable Trust Security National Trust 1. Webark Estates Southwestern Energy WesBanco West Virginia Northern 2. Smith-Goshen Community College Upper Ohio Valley Building & Rice Enrichment Construction Trades Council Fund XTO Energy
3. St. Clairsville # of gifts Media Sponors Lamar Advertising Public Library Steve Novotney Live - WKKX Foundation Fund WTOV 2,457 WTRF 12 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Photos provided by the church
St. John the Divine Living Memorial Endowment Securing the Future
Organization endowment funds provide a meaningful way to strengthen and grow fundraising efforts and offers a permanent means of support. CFOV assumes the challenges of endowed fund management for the participating organizations, which allows them to fully focus on their mission. The St. John the Divine Living Memorial Endowment is a wonderful example of such a fund.
Church members had a vision – to build an endowment of $1,000,000 to ensure the future support of the church. The endowment seeks 100 contributors who will each make a gift of $10,000, either at once or over time. The resulting principal balance will be held in perpetuity and the interest will be distributed to the church annually for operating expenses. The members of the St. John the Divine Greek Orthodox Church continue to make progress toward the desired endowment goal and we are proud to support their efforts of preserving their parish for generations to come.
CFOV | REPORT TO THE COMMUNITY | 2017 13 13 Wetzel County Fund Demonstrates the Power of Collaboration CFOV established the Wetzel County Fund as a tool to help county residents, businesses and organizations realize the benefits of charitable giving in their community. Since its inception in 2013, the fund has received support from the Wetzel County Commission, EQT and numerous individual donors. The fund has awarded $14,500 to Wetzel County nonprofits through regular competitive grant cycles. Grants from this fund have supported a wide variety of projects including those related to economic development, child welfare and advocacy, and public safety. Contributions help to sustain this long-term giving opportunity, which is supported by an advisory committee comprised of Wetzel County community leaders.
14 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Civic Leaders Fellowship Program
Retention efforts in the Ohio Valley continue to be the subject of conversation within government, business and community circles. The Civic Leaders Fellowship Program aims to showcase the area’s potential to those likely to start professional journeys elsewhere with the goal of keeping local talent here. The Civic Leaders Fellowship Program is a community leadership initiative of the CFOV. Now in its fifth year, the program matches selected students with participating host organizations and creates an internship paired with personal and professional development programming. Students represent all corners of the Ohio Valley, attend colleges and universities in and beyond our region, and have diverse academic and career interests. Those involved in the program believe opportunities like the Civic Leaders Fellowship Program can positively impact not only participating students, but those entities also involved in programmatic elements. The true reach of the program is just now beginning to be realized, with some participants maintaining connections with program contacts and others being offered employment after graduation.
CFOV | REPORT TO THE COMMUNITY | 2017 15 FUNDS OF THE COMMUNITY FOUNDATION
UNRESTRICTED FUNDS Cochrane-Moneske-O’Brien Charitable Fund DESIGNATED FUNDS Donors who contribute to the Community Impact D’Anniballe Family Fund Establishing a Designated Fund allows a donor Aaron Davies Charitable Fund Fund, or establish their own unrestricted fund, to support one or more specific charitable Franco J. DeSantis Memorial Fund enhance the Community Foundation’s annual organizations. For example, a donor who has Ebbert Family Fund competitive grant program. These donors can Sean P. Elerick Memorial Fund contributed to a nonprofit’s annual campaign year support a broad range of local concerns, including Lynne & Ben Exley IV Charitable Fund after year may be ready to establish a permanent fast-emerging issues and future needs we can’t yet Christopher Fanning Memorial Community asset on the charity’s behalf. anticipate. These flexible funds put the responsibility Education Fund of identifying community needs, researching and Former Martins Ferry Kiwanis Club Charitable Fund Amaya-Johnson Fund selecting worthy charities on the Foundation, Glaub Family Fund Barnesville High School Soccer Fund relieving donors of these challenges. Glory to Christ Fund Frederick Bartholomew Fund Andrew Goldstrom Fund Beatty Park Fund Gompers Family Fund Capitol Theatre Preservation Trust Fund Anonymous Unrestricted Fund Community Impact Fund Goodman Family Fund Lisa Cockayne Animal Rescue Fund Fredrick G. Weimer Fund Wilma J. Grimes Donor Advised Fund Coudon Hall Fund Helping Hands Fund Margaret Dankworth Memorial Fund COMMUNITY FOUNDATION Elizabeth Hess-Gebhard Fund Mark Eddie Rockin’ Juvenile Diabetes Fund INITIATIVES Hess Family Fund Elikan Fund Mary Ann Hess Fund Evelyn G. Engler Fund for Wheeling Society for In our work with donors and charities across Jefferson County Trails & Greenways Crippled Children the region, we sometimes identify larger issues Jimenez Charitable Fund Evelyn G. Engler Fund for The Seeing and opportunities that merit the community’s Joan & Lee Kelvington Foundation Fund Hand Association Inc. attention. In these cases, we create the appropriate Kessler Family Fund Joseph & Marilyn Fraker Animal Care Fund fund to harness the charitable power of many John & Kristina Kramer Charitable Fund Friends of Wetzel County Animal Shelter Fund individual donors to help address the issue Joseph Krivak Memorial Fund Friendship Park Fund or opportunity. Charles Lando Memorial Fund Grand Vue Park Foundation Fund James McCune Foundation Fund Earl & Bernice Grewe-Gompers Fund Civic Leaders Fellowship Program Miller Family Fund Hubbard Memorial Fund Chevron Community Fund Douglas Naylor Family Fund H. Lawrence Jones Fund Jefferson County Fund Nolte Family Fund Kalb Family Fund Marshall County Fund The Nutting Family Fund John & Alia Karras Family Fund Smith-Goshen Rice Enrichment Fund Ohio County Medical Society Alliance Charitable Fund Michael & Betty Karras Memorial Fund Statoil Community Fund Ohio Valley Foundation Fund Charles & Roslyn Lando Fund Wetzel County Fund Ohio Valley Music Magic Fund Lee Ann Foundation For Victims of Breast Cancer Fund Women’s Giving Circle Fund Ohio Valley Wrestling Coaches Association Fund James, Louise & Clyda Manley Fund Peterson Community Foundation Fund Marshall County Society for Disabled Children DONOR ADVISED FUNDS Raimonde Family Fund & Adults Fund Donor Advised Funds provide a simple, powerful RDH12 Fund for Sight Alice Crow Parriott Fund benefitting Meadowdale and very personal approach to giving. Donors stay John Retton Foundation Fund Church & Cemetery actively involved in suggesting uses for their gifts. Romeo & Elsie Reyes Fund Mary’s Provisions for the Poor Fund Donors can recommend charities to support at any Robinson Family Fund Irene Meagel Fund time during the year, or work with Foundation staff Rotary Club of Weirton Heights Fund Mount Wood Cemetery Fund to identify which community nonprofits are doing Louis & Emma Salvatori Fund Brigid O’Brien Fund the best work on the issues most important Stealey Community Fund Pangilinan-Torres Charitable Fund Terek Family Fund Raise Your Game Fund to them. Thieroff Family Fund The John Oliver Rankin, M.D., Memorial Fund Tri-State Filipino American Fund Edna Kiger Rapp Fund The Drs. Madhu and Krishan Aggarwal Family Mark & Barbara Trushel Charitable Fund Helen & Leonard Rowley Memorial Fund Foundation Two Bridges Fund Robert W. Schramm WLSC Science Fair Fund Almost Heaven West Virginia Fund Upper Ohio Valley Dialysis Memorial Fund Julia Schaltenbrand Endowment Fund Brann & Helen Altmeyer Fund Matt Velez Save A Life Fund St. Clairsville Library Charitable Fund Janie Altmeyer Think Pink Fund Veterans Fund (Park Dances Revisited) Steubenville Revitalization Group Fund Angel Fund Victorian Wheeling Foundation Fund Toronto Coalition for Revitalization Fund Anonymous Fund I The Viking Fund Union Local Schools Curriculum Enhancement Fund Anonymous Fund II Watkins Utica Fund Weirton Independence Day Concert Fund Anonymous Fund III West Virginia Key Club Fund Wheeling Middle School Boosters Fund Kinsley S. Ard Memorial Fund West Virginia Kiwanis Fund Wheeling Park High School Athletic Boosters Fund Lawrence & Mary Dee Bandi Fund West Virginia Kiwanis Moler Award Benjamin Ybanez Memorial Fund Bennett Family Fund Wheeling Auto Club Fund Youth Club of Marshall County Fund Board Family Fund Wheeling-Nisshin Fund Bridgeport Educational Assistance Foundation Fund Charles & Fred Wilcox Family Fund Cattrell Family Fund in Memory of George Fred R. Wilcox Fund & Robert Cattrell J. B. Chambers Foundation Fund 16 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Howard Corcoran Memorial Scholarship Fund Wheeling Professional Firefighters IAFF Local 12 AGENCY ENDOWMENT FUNDS Joy Cox Nursing Memorial Scholarship Fund Scholarship Fund Aaron Davies Memorial Scholarship Fund Rachael Worby Scholarship Fund Area nonprofit organizations establish agency Deever Family Scholarship Fund John & Becky Wright 1st Generation College endowments as a way to strengthen and grow Kenneth R. Dennis Scholarship Fund Scholarship Fund fundraising efforts and to ensure permanent Gene DeProsperis Scholarship Fund George Zatezalo Memorial Scholarship Fund operating or program support. The Community Mike G. Dotson Scholarship Fund John H. & Dorothy M. Zmavec Scholarship Fund Foundation assumes the challenges of endowed Robin Drennan Memorial Volleyball Scholarship Fund fund management for participating charity Paul & Ruth Eddy Memorial Scholarship Fund FIELD OF INTEREST FUNDS organizations, enabling them to fully concentrate N. Elizabeth Elbin Memorial Scholarship Fund Donors who establish a Field of Interest Fund on their mission. Frank Ferguson Memorial Scholarship Fund target their gift to address a specific area of Glenda K Follett Memorial Scholarship Fund need. Whatever areas of interest inspire you to Former Martins Ferry Rotary Club Scholarship Fund Children’s Museum of the Ohio Valley Fund contribute - the arts, access to healthcare, the FOPA Scholarship Fund Lesley Galinski Endowment for Music & Arts Fund environment, etc. - the Community Foundation William Homan Fund Friends of MarkWest Liberty & Midstream can assist in establishing a fund and directing Millsop Community Center Legacy Trust Fund Resources Scholarship Fund strategic gifts to address the causes you care Mountain Heart Fund Charles & Mary Gantzer Scholarship Fund Elizabeth Stifel Kline Fund for CFOV Ruth & William Gilligan Memorial Scholarship Fund about most. Elizabeth Stifel Kline Fund for the United Way Jan Mayhew Graham Scholarship Fund Pine Grove Library Fund Dick Grob Memorial Scholarship Fund MGC Fund Anthony N. Pirraglia Jr. Legacy Fund Richard R. Heagin Memorial Scholarship Fund Williams Fund St. John the Divine Greek Orthodox Church Living W. Thornley Hunt Memorial Scholarship Fund Memorial Endowment Fund John Marshall High School O’Brien Scholarship Fund SPECIAL PROJECTS FUNDS United Way - Kyle Trust Fund John Marshall High School Messino-Wehrheim A special project fund allows donors to create and United Way of Jefferson County Fund Scholarship Fund support innovative activities and programs in the John Marshall High School Scholarship Fund United Way of the Upper Ohio Valley Fund Ohio Valley. WATCH Endowment Fund Pat Johnson Memorial Scholarship Fund George Kovalick Scholarship Fund Wetzel County Hospital Fund Belmont County Wellness Fund Leora & Mildred LaRue Scholarship Fund Wheeling Health Right Fund City of Wheeling Special Projects Fund Madalyn McCreary Memorial Scholarship Fund YMCA of Wheeling Fund East Wheeling Bleachers Project Fund Bradley A. Miller Jr. Memorial Scholarship Fund Youth Services System Futures Fund Todd Hayes Memorial Fund John & Norma Miller-Daffin Educators’ YWCA Domestic Violence Service Fund Wheeling Dog Park Fund Scholarship Fund Dr. Jim Mills Memorial Scholarship Fund SCHOLARSHIP FUNDS MTJ Scholarship Fund Donors help students achieve their dreams through Joseph P. Mull Jr. & Virginia P. Mull Scholarship Fund education by establishing or contributing to a Ohio County Bar Association Scholarship Fund scholarship fund. Community Foundation staff Orrick Herrington & Sutcliffe GOC Scholarship Fund help donors establish guidelines for students to Maryanne Pflug Memorial Scholarship Fund apply for financial assistance through the fund. Polish American Patriot Club Scholarship Fund Scholarship eligibility might be based on a student’s Frances & Stephen Pritchard Scholarship Fund achievement or a demonstration of financial John Racer Athletic Scholarship Fund need. Some scholarships focus on community Buzz Rocchio Award Fund Jerome B. Schmitt Memorial Scholarship Fund involvement, a commitment to a particular field of Kathleen Simmons Batalion Memorial study or demonstration of leadership ability. Scholarship Fund Carl Rollynn “Pop” & Grace B. Sullivan AAUW Beulah Boyd Scholarship Fund Scholarship Fund Donivon E. Adams Memorial Scholarship Fund Tikkun Olam Scholarship Fund of Temple Beth Israel Sylvia Archer Memorial Scholarship Fund sponsored of Steubenville, Ohio by the Sistersville Lions Club Trinity Evangelical Lutheran Church Barnesville High School Class of 1979 Scholarship Scholarship Fund for Academic Excellence Fund Tyler County High School Athletic Boosters Leon Berze Memorial Scholarship Fund Association Scholarship Fund The Beulah Meyer Scholarship Fund Upper Ohio Valley Italian Foundation Helen Biery Memorial Scholarship Fund Scholarship Fund Pat Bland Memorial Scholarship Fund Wes Wagner Art Scholarship Fund Courtney & Danielle Block Memorial Scholarship Fund Edwin “Bud” Weigle Memorial Trade School sponsored by UPS Scholarship Fund Jack & Mary Burgbacher-Carpenter Scholarship Fund Bob Weir Memorial Historic Preservation Canfield Hugh Kinney Scholarship Fund Scholarship Fund Patrick Clutter Memorial Scholarship Fund Joseph M. & Annale R. Wells Scholarship Fund Lisa Cockayne John Marshall High School Wheeling Central Catholic High School Scholarship Fund Scholarship Fund
CFOV | REPORT TO THE COMMUNITY | 2017 17 FUND Gifts
Alice Crow Parriott Fund Capitol Theatre Preservation Trust Fund Mr. and Mrs. Charles J. Kaiser Jr. Mr. and Mrs. Joseph Parriott Hydie Friend John W. Kepner Sister Barbara Kupchak Joseph A. Laker Almost Heaven WV Fund Gerald Jacovetty Dr. John P. McCullough Neil Hogan Andrew S. Neal Sandra Milliken Amazing Raise Harold Price Sevilla Morse Belmont Savings Bank WesBanco Arena Susie Nelson Dominion Energy Foundation Ohio Valley Oil and Gas Association Cattrell Family Fund (In Memory of EQT Corporation Parkersburg Area Community Foundation George & Robert Cattrell) Harvey Goodman Realtors Mr. and Mrs. Frederick M. Rohrig Christine Hargrave Home Savings Bank David Robertson Huntington National Bank Charles & Roslyn Lando Fund Mr. and Mrs. Sydney Sonneborn International Brotherhood of Electical Roslyn R. Lando Dr. and Mrs. Krishna Raj Urval Workers Local Union No. 141 Mr. and Mrs. William J. Yeager Charles Lando Memorial Fund J&J LLP Lisa Allen Coudon Hall Fund Main Street Bank The Ziegenfelder Company Kim McCluskey Orrick, Herrington & Sutcliffe Global Operations Center Chevron Community Fund Courtney & Danielle Block Memorial Robinson Enterprises Chevron Scholarship Fund Sponsored by UPS Schenk Charitable Trust Bishop Donahue High School Security National Trust Company City of Wheeling Special Purposes Fund UPS Employees WesBanco, Inc. Mr. and Mrs. Lawrence Bandi Douglas Naylor First Family Legacy Fund West Virginia Northern Community College Michael Disotell Eleanor R. Naylor Upper Ohio Valley Building & Construction Tyler Hall Timothy Kilmartin Trades Council Edna Kiger Rapp Fund XTO Energy Civic Leaders Fellowship Program Fund Estate of Edna Kiger Rapp First Energy Angel Fund Foundation for Appalachian Ohio Hess Family Foundation Bishop Donahue High School Youth Fund Mary Ann Hess Fund Christine Hargrave Barnesville High School Class of 1979 James B. Chambers Memorial Foundation Scholarship for Academic Excellence Fund Karl and Mildred Niekamp Charitable Frank Ferguson Memorial Mr. and Mrs. J. Craig Bradfield Foundation Scholarship Fund Parkersburg Area Community Foundation Phillip and Sara Alig Barnesville High School Soccer Fund Schenk Charitable Trust Esther Bond Wilma J. Grimes Southwestern Energy Jeanetta Clampitt Belmont County Wellness Fund David Ferguson Community Impact Fund Janet Eide Peggy Ferguson (3) Ginger Aulick Maryann Galbreath Jane Keller Joseph Cadigan John H. Goodman III Patricia Mercer Dr. and Mrs. Robert Caveney Nancy Hudson Candice L. Owens Audrey E. Ciripompa Polly Loy Mr. and Mrs. Michael Rafa Dr. and Mrs. James Comerci Denise Obloy Mr. and Mrs. Bob Shute David B. Dalzell Jr. Nancy Piatt Olive L. Turner Dominion Energy Michael Schuetz Dr. and Mrs. Daniel W. Wilson Martha M. Eddy John Zumpetta Bob Weir Memorial Historic Preservation Kathryn M. Edwards Scholarship Mr. and Mrs. Joseph C. Glaub Friends of MarkWest Liberty Midstream Angela Feenerty Susan L. Hershey & Resources Scholarship Fund James Frey and Michael Hires (2) MarkWest Liberty Midstream & Brann & Helen Altmeyer Fund Janet Honecker Resources LLC Mr. and Mrs. Henry B. Altmeyer 18 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Every attempt has been made to publish the most accurate list possible to adequately acknowledge our donors, their gifts, and the grants and distributions of the Foundation. If your name was inadvertently omitted, please accept our sincere apologies. We are always striving to improve our data collection and reporting processes.
Gilbert S. Bachmann Memorial Fund Corry Area School District David Gaudino Wheeling Auto Club Fund (2) David B. Ellwood Kelli Gonot Thelma Frank J. G. Hartle Glenda K Follett Memorial Michael and Janet J. Joseph Cathy Irish Scholarship Fund Scott A. Love Anna Kelley Bill Stewart Memorial Golf Tournament Jeremy C. McCamic Kathleen Loughman H. Lawrence Jones Fund W.F. and Phyllis McCreary Jonette Mercer H. Lawrence Jones Ed.D. Michael McGrath Mr. and Mrs. Jeffrey R. Miller Mr. and Mrs. Michael B. McGrath David Parsons Helping Hands Fund Elizabeth McKee Megan Pintus Jessica Hogan Adolph and Mary Nagler Marcie Robbins Kathryn Paulus Carla J. Whitlatch IAFF Local #12 Scholarship Fund Jeanne Schmitt Jennifer Yates Carole Appleby Jerome Schmitt Local 12 International Association John Racer Memorial Scholarship Fund Luke Schmitt of Firefighters Bill Stewart Memorial Golf Tournament Marlene Schmitt Cliff Sligar Mr. and Mrs. Peter D. Schmitt Robert Dunlevy Joseph & Marilyn Fraker Animal Robert H. Schmitt Care Fund Irene Meagel Fund Serra Foundation, Inc. Joseph Fraker Trust Meagel Charitable Trust (5) Dr. Charles A. Spadafore DDS Marilyn Fraker Trust Mary Tighe James B. Chambers Memorial Wheeling Auto Club Fund Joseph Krivak Memorial Fund Foundation Fund Jeanne Barrett James B. Chambers Memorial Foundation JMHS Scholarship Fund Robert O’Brien Corning Incorporated Foundation Donald Dorr James McCune Foundation Fund Cochrane-Moneske-O’Brien Charitable Dennis Finnegan Mr. and Mrs. Jason Backel Fund (3) Thomas Hermanowski Rodney Boniti John & Becky Wright First Generation Jean Krivak (2) Dr. Christopher Mascio College Scholarship Fund Richard Mahoney Daniel McCune Bill Stewart Memorial Golf Tournament David Paolisso Timothy McCune Paul L. Paolisso (2) Starvaggi Charities, Inc. John & Norma Miller-Daffin Family Foundation Scholarship Fund Joy Cox Nursing Memorial Jan Mayhew Graham Scholarship Fund Miller-Daffin Family Scholarship Fund Jan Mayhew Graham Foundation Mr. and Mrs. Charles G. Hood Troy Graham John and Kristina Kramer Charitable Fund Dr. John N. Kramer DDS Kovalick Scholarship Fund Jefferson County Fund Ohio Valley Wrestling Officials Mr. and Mrs. David Skiviat John H. & Dorothy M. Zmavec Scholarship Fund Lawrence E. & Mary Dee Bandi Fund Jefferson County RDH12 Fund for Sight Gary and Laura Leshuk Mr. and Mrs. Lawrence Bandi Robert J. Firm James L. Nichelson Lee Ann Foundation for Victims of Jerome B. Schmitt Memorial John Marshall High School Breast Cancer Fund Scholarship Fund Scholarship Fund Belmont Correctional Institution John P. Bailey C. Josephine Burch Cameron Baptist Church Flaherty Sensabaugh Bonasso PLLC Dr. Victor Canestraro DDS (2) Mr. and Mrs. Greg Cassis Margaret and George Bosold Centenary House Alison Fluharty Joseph Boutaugh Kari Kim Clark Mary J. Kovalcik Audrey E. Ciripompa Tammy DeWitt Lee Ann Foundation Golf Scramble Dr. and Mrs. James Comerci Catherine Folmar Roderick S. Marshall (2) William and Virginia Crowl Brenda Frohnapfel National Greyhound Association
CFOV | REPORT TO THE COMMUNITY | 2017 19 Lillian Pierce Operating Smith-Goshen Rice Enrichment Fund Brian L. Schambach H. Lawrence Jones Ed.D. Belmont County Tourism Council Debra Sims Huntington National Bank Clair Blon Mr. and Mrs. Richard Stewart Kristine N. Molnar Cain Family LLC Teresa Zink James Stultz Mr. and Mrs. Jerry A. Ebbert WesBanco, Inc. Gardeners Forum Leon Berze Memorial Scholarship Mr. and Mrs. William J. Yeager William G. Hays Charlotte Berze (2) Carol A. Kovachic Mr. and Mrs. George Nemeth Pangilinan-Torres Charitable Fund Kim Kuthy Nellie T. Pangilinan St. John the Divine Living Memorial Jeff and Mary Ann Lucas Endowment Fund Park Dances Revisited Fund for Veterans Mary W. Ruminski Dr. Basil Papadimitriou David Beck St. Clairsville Public Library Ethel Pritsos Fraternal Order of Eagles #1891 Elm Grove Foundation Fund St. John the Divine Greek Orthodox Church Diane L. Fredericks Harry J. Adams Sandra K. Kinney Mark & Barbara Trushel Charitable Fund Linda Dowler Linsly School Mark Trushel Pauline Heasley John W. Looney Katherine Hinckley-Vaughn Military Order of the Purple Heart - Mary’s Provisions for the Poor Fund Shirley Minnozzi Chapter 455 Robert Miller Mr. and Mrs. John A. Vota Wheeling Moose Lodge 2621 Matt Velez Save A Life Fund The Drs. Madhu and Krishan Aggarwal Patrick A. Clutter Scholarship & A & B Sales, Inc Family Foundation Fund Memorial Fund August J. and Thelma S. Hoffmann Foundation Dr. Krishan & Dr. Madhu Aggarwal Thomas J. Burke Pat Clutter Golf Scramble Kathleen Kurtz The Viking Fund Pine Grove Library Fund Lori Mathieu Donald P. Baker Pine Grove Public Library, Inc. Ohio Auto Club Lisa Baker John Rataiczak Raimonde Family Fund Vincent D. Cuddy Holli Smith Rebecca Raimonde Evelyn Strader Trudo Albert Fire Equipment, LLC. Raise Your Game Fund Thieroff Family Fund Joann Vandergrift Wetzel County Board of Education Mr. and Mrs. George V. Thieroff Sr.
Michael N. Karras Memorial Fund Robert W. Schramm West Liberty State Todd Hayes Memorial Fund Nick M. Karras College Science Fair Fund Bonnie Anderson Mr. and Mrs. John O. Cole Carl E. Anderson (2) Mike G. Dotson Scholarship Fund Erik A. Schramm Sara Jo Anderson Mr. and Mrs. Frederick M. Rohrig Dave Avdakov (4) Robin Drennan Memorial Volleyball Millsop Community Center Legacy Avia Dental Plan, Inc. Scholarship Fund Trust Fund John Bishop III Anonymous City of Weirton Board of Park John Blair Mr. and Mrs. John A. Crow Commissioners Linda Blair Robert Drennan Judy Bradley Mount Wood Cemetery Fund Serra Foundation, Inc. Lewis Brown Mr. and Mrs. George Grodhaus Brian Clutter Robinson Family Fund Norman L. Pollock Michael Coen Robinson Enterprises Wheeling National Heritage Area Linda Coffield Corporation Romeo & Elsie Reyes Family Fund Gerald Coffield Dr. and Mrs. Romeo Reyes Laurence H. Coil Jr Nolte Family Fund Lori Dicresce (2) Charles I. Nolte (2) Ruth B. & William L. Gilligan Tim Dunlap Scholarship Fund Ohio County Bar Association Matthew Filben Dr. and Mrs. Thomas L. Gilligan Scholarship Fund Joseph DiRemigio Ohio County Bar Association Sean P. Elerick Memorial Fund Joseph Donahue Mr. and Mrs. Bruce Heil David Ealy Brian L. Schambach Brian Eddy
20 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Tyler Evans (2) Lisa Stoner Timet (4) Charles Frizzell James E. Swann Toronto Apothecary, Inc. Gellner Law Offices Amy Synk Tri State Health Services, Inc. Grisell’s Funeral Service, Inc. Trinity Episcopal Church Women Trinity Medical Center West Susan Groves (2) Paul W. Tucker Upper Ohio Valley Building & Construction Richard Grzeszczak Melanie Ward Trades Council G.C. Hughes M.D. Wayt Health Care, PLLC Valley Converting Co, Inc. Sean Jamison (2) Jeff Webb Valley Hospice, Inc. Shelly Mullen Johnston Joseph Webb II Voto Manufacturers Sale Comany Janet Kalaskey Thomas Welsh White Glove Supply Carl Ingram Gregory Whipkey Union Local Schools Curriculum Sally Ingram (2) Kristian White Enhancement Fund Ross Johnston Sierra Widener Smith-Goshen Rice Enrichment Fund Jay Knapp D Mark Wilson (3) Monica Laido Dani Wilson Upper Ohio Valley Dialysis Memorial Fund Michael Leach James S. Wilson Carl Corvino Adam Lett Mark A. Wilson Ele Cox Carrie Lett Daniel Whorton Helen Cox Debra Lett (3) Wylie Eye Care Timothy Flatley Main Street Bank The Woman’s Club of McMechen William Gilson Jr Dr. Michael J. Maroney Jeffrey Yourkovich Pamela Goodwin Patricia A. Maroney Elizabeth Kelley Rebecca Marple Toronto Coalition for Revitalization Fund James Manning Mr. and Mrs. Robert F. Massey Air Excellence Debra McGuffin Brent McComb Ambulance Service, Inc. Lindsay Pockl James McCracken Anderson-Campbell Insurance Agency, Inc. Mr. and Mrs. John Reseland Darlene Meeker Brian Applegarth Charles Ross William Mitchell Cardinal Operating Company Kathleen Sulek Robert Montgomery (2) Cardinal Wealth Management Arden Watson Richard S. Mullen Carriage Inn of Steubenville Wheeling Renal Care LLC Mr. and Mrs. Richard Mullen Jr. (2) Charity Hospice, Inc. Kim Wilds Dr. and Mrs. Joseph Myers Ferguson’s House of Furniture Michael Myers, Esq. First Choice America Weirton Independence Day Concert Fund Joseph W Myers OD Inc. Franciscan University of Steubenville Cattrell Companies, Inc. Myers and Perfater Gables Care Center City Of Weirton General Fund Krista Norman (2) Glenn R. Swearingen, Jr., DDS, Inc Dee Jay’s BBQ Ribs & Grill Leslie Nozum Heritage Complete Home Care Electric O, LLC Patterson LLC Hollywood Center, Inc. First Choice America Deanna Pauley J.E. Foster Funeral Homes, Inc Arden and Nancy Ford Evelyn Peabody JB Food Service, Inc. Frankovitch, Anetakis, Colantonio & Simon Pirates Charities JD DiCarlo Distributing Company, Inc Galloway Law Offices C. W. Prettyman Jefferson County Cable Company Inc. Gus’s Goodies Progressive Bank Jefferson Security Services Inc. Hancock County Savings Bank Raymond R. Rader L & J Bowers, Inc. Hauser Furniture Company Tammy S. Richmond Laborers International Union of North Linda Heilman (2) Scott Riggle America Local No. 809 Mountaineer Park Inc. Mr. and Mrs. Alex W. Salvatori Main Street Lofts, LLC Joseph Schreiber Don Schafer (2) John W. Cucarese Serra Foundation, Inc. Colin Simmons Project BEST Starvaggi Charities, Inc. Janice Smith Ridge Machine & Welding Company Weirton Geriatric Center Lori Smith Steel Valley Charities Wine and Beverage Merchants of WV, Inc. Paul Smith Steubenville Kiwanis Club The James White Construction Company Marcia Sorge Stifel Nicolaus Wetzel County Area Fund Southern States Marshall County Strip Steel Quota Club of New Martinsville Cooperative TCR 5K Don Riggenbach
CFOV | REPORT TO THE COMMUNITY | 2017 21 Wetzel County Hospital Fund Women’s Giving Circle Sherry Hearne Dailey Corporation Sue Abraham Jean Hofreuter Dominion Energy Foundation Carole Adams Liz Hofreuter Doris Glod Hollie Adams Mary Beth Hughes Jonathan Lechner Lisa Allen Joyce Jefferson Quota Club of New Martinsville (2) Helen Altmeyer Joan Joanou Riggenbach Tile & Linoleum, Inc. Missy Ashmore Cheryl Jones WesBanco, Inc. Jessica Bedway Susan Jones Witschey’s Sue Blevins Debbie Joseph Stephanie Bloch Sharon Joseph Wheeling Dog Park Fund Barbara Bonenberger Debbie Kaiser Anonymous Barbara Bressen Loren Kaiser Dr. Tiffany and Gregg T. Boury Lynn Buch Gloria Kalb Sean Clifford Roanne Burech Charl Kappel Mr. and Mrs. Ben Exley IV Sharon Byrd Deborah Kennedy Fitzsimmons Foundation Elizabeth Campbell Dea Kennen Christopher Freeman Christine Carder Ashley Kepner Kathleen Galinski Laura Carter John Kepner Glen Dale Animal Hospital Mary Ann Cater Adrienne Klouse Mr. and Mrs. Frank Joanou Paula Clossin Pat Kramer Jonathan H. Lief Lynn Comerci Winkie Kusic Dr. Gail E. Looney Rita Companion Roz Lando Nancy Padden Joelle Connors Gail Looney Pat’s Pickleball Courts, LLC Louise Coulling Polly Loy Michelle Powell Karen DiOrio Terry Magro Radio Systems Corporation Amy Dobkin Teresa Marra Raymond James & Associates, Inc. (4) Peggy Dolan Jane McCamic Arch Riley Erika Donaghy Candace McCarthy Debra Wright Saus Michelle Dougherty Danielle McCracken Wheeling Veterinary Associates Tracy Dougherty Kathleen McDermott John E. Wright Patricia Duffin Nina McHenry Missy Wright Virginia Dulany Maureen McNabb Wilma J. Grimes Fund Sherrie Dunlevy Tulane Mensore Wilma J. Grimes Martha Eddy Vaughn Miller Dixie Ellwood Kris Molnar Lynne Exley Cynthia Morrison Sue Farnsworth Vicky Musicaro Kathy Finsley Susie Nelson Jeanne Finstein Hydie Friend Linda Gardill Jody Geese Donna Glass Carolyn Glaub Mary Louise Goodman Bonnie Grisell Christine Hargrave Dorothy Harman Deborah Hassig
22 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Women’s Giving Circle (Continued) Catherine Rohrig Shirley Weaver Donna Niess Suzanne Rohrig-Gaiser Becky Wilmoth Cynthia Nixon Barbara Ruben Betty Worls JoLynne Nugent Wendy Scatterday Hall Wright Snookie Nutting Ruth Ann Scherich Mary Beth Yaeger Susan Osborne Jeanne Schmitt Marlene Yahn June Paull Jenny Seibert WV Key Club District Fund Denise Penz Deanna Shiben Keyser Breakfast Club WV Holly Planinsic Pam Shields Kiwanis Club of East Huntington Patricia Pockl Joanne Sullivan WV Kiwanis District Foundation (2) Shari Potter Dot Shymansky Jeanie Prince Bernie Smith WV Kiwanis District Foundation Fund Nicole Prince Deby Smith WV Kiwanis District Foundation (5) Elsie Reyes Lori Spadafore Lea Ridenhour Elizabeth Stamp WV Kiwanis District Foundation Fund - Cheryl Riley Joan Stamp Jim Moler Award (4) Sally Riley Erikka Storch WV Kiwanis District Foundation (2) Vickie Riley Bonnie Thurston Youth Services System Futures Fund Anne Robinson Margaret Warren Youth Services System, Inc. (4)
CFOV | REPORT TO THE COMMUNITY | 2017 23 MEMORIAL AND HONORARY GIFTS
In Memory and Honor Of... Whether you are remembering a loved one who passed away or are honoring a family member, co-worker or friend, memorial gifts to the Community Foundation are a thoughtful and generous act. The Memorial and Honorary Gifts were made between July 1, 2015 and June 30, 2016.
In memory of John “Jack” Armstrong In memory of Dr. William Grubler Friends of Jack Armstrong John Bailey William Gilson, Jr. Joseph Boutaugh Pam and Bill Goodwin Audrey E. Ciripompa James Manning James and Lynn Comerci Shannon and Marc Pergolesi Corry Area School District Joe and Lindsay Pockl William and Virginia Crowl Arden Watson Flaherty Sensabaugh Bonasso, PLLC Kim Wilds W. F. and Phyllis McCreary Michael and Stephanie McGrath In memory of Jess A. Ciripompa Elizabeth McKee Audrey E. Ciripompa Adolph and Mary Nagler Kathryn Paulus In memory of Rodney Eikey Jean Schmitt Friends of Rodney Eikey Luke and Nicole Schmitt Robert H. Schmitt In memory of Dorothy Grubler Charles and Lori Spadafore James and Lynn Comerci Jerome and Alyssa Schmitt Corry Area School District Marlene Schmitt David and Dixie Ellwood Mary Tighe Elizabeth McKee Jerome and Alyssa Schmitt Marlene Schmitt Serra Foundation Charles and Lori Spadafore
24 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 In memory of Sarah “Sally” Franzheim In memory of Julia Robinson Hobbs H. Lawrence Jones, Ed.D. Lynne and Ben Exley Mr. and Mrs. Frank Joanou In memory of Lee Ann Schambach Elizabeth Wright and Howard Mandel Mr. and Mrs. Greg Cassis Arch W. Riley, Jr. Pamela Oliver Stewart
In memory of Dorothy McCabe In memory of Robert Schramm Carl and Karen Corvino John Cole Ele Cox Helen Cox In memory of Floyd Simpson Elizabeth Kelley Jerry and Lova Ebbert Steve, Debby and Libby McGuffin William G. Hays Mr. and Mrs. John Reseland Paul and Kim Kuthy Charles Ross Jeff and Mary Ann Lucas
In memory of Ronald (Ron) Mack McCoy In memory of Lula Sligar George and Margaret Bosold Charles and Carole Appleby Cameron Baptist Church Robert Dunlevy Thelma Frank Cliff and Sherry Sligar Michael and Janet Joseph Wheeling Professional Firefighters IAFF Local 12
In honor of Sandra McCoy In memory of Richard Teachout Cameron Baptist Church Tim Flately Michael Teachout In memory of Frances Nicholson William West Deborah Hassig Scott and Joanne Winters and family
In memory of Paul and Rose Riggenbach Don Riggenbach
CFOV | REPORT TO THE COMMUNITY | 2017 25 SCHOLARSHIPSCHOLARSHIP FUNDS FUNDS
Totaling 130 $158,765!
Scholarship 113
Awards STUDENTS
Aaron Davies Memorial Scholarship Angelo Cassiadoro, Weir High School – Petroleum Engineering, West Virginia University
AAUW Beulah Boyd Scholarship Holly Ackerman, Martins Ferry High School – Muskingum University, Accounting/Economics Amy Davis, Weirton Madonna High School – West Virginia University, Nursing Tiffany Heckathorn, Bridgeport High School – Wheeling Jesuit University, Nursing Sarah Jones, Wheeling Park High School – West Liberty University, Music Marketing Sarah Howard, Homeschool – West Liberty University, Nursing Maclaine Murad, Bridgeport High School – Elementary Education, Bethany College Tyler Strama, Martins Ferry High School – Accounting, Ohio University Ashley Trouten, Buckeye Local High School – Chemistry, Wheeling Jesuit University Abby Griffith, Wheeling Park High School – Speech Pathology/Audiology, West Liberty University Lydia Holmstrand, Wheeling Park High School – Industrial Engineering, University of Pittsburgh Luke Saseen, Wheeling Park High School – Business Administration, Hood College Laken Schodzinski, Wheeling Park High School – Political Science, Ohio University William Hofmann, Wheeling Park High School – History, George Washington University Madison Morris, Wheeling Park High School – Occupational Therapy, West Virginia University
Beulah Meyer Scholarship Richard Daddario, Weirton Madonna High School – Engineering, West Virginia University Emily Ruiz, Weir High School – Elementary Education, West Virginia University
Barnesville High School Class of 1979 Scholarship for Academic Excellence Mallory Christman, Barnesville High School – Pre-Mathematics, University of California Los Angeles
Jack & Mary Burgbacher Carpenter Scholarship Kyle Frum, Tyler Consolidated High School – Electrical Engineering, West Virginia University
Buzz Rocchio Award Jasmyn Brown, Brooke High School – Performing Arts/Music Education, West Liberty University
26 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Cochrane-Moneske-O’Brien Scholarship Daniel Barker, John Marshall High School – Athletic Training, Wheeling Jesuit University Madison Carroll, John Marshall High School – Political Science, West Virginia University Alex Whorton, John Marshall High School – Industrial Engineering, West Virginia University
Deever Family Scholarship Luke Slavik, St. Clairsville High School – Health Sciences/Pre-Medicine, Ohio State University
Ken Dennis Scholarship Brenna Becca, Martins Ferry High School – Chemistry, Wheeling Jesuit University Brandon Bliss, Martins Ferry High School – Political Science/Criminal Justice, University of Akron Lakyn Craig, Martins Ferry High School – Health/Fitness, Muskingum University Mark Douglas, Martins Ferry High School – Finance, Ohio State University Tara Fogle, Martins Ferry High School – Exercise Physiology, West Virginia University Takota Haggerty, Martins Ferry High School – Pre-Medicine, West Liberty University Kristine Hotlosz, Martins Ferry High School – Pharmacy, West Virginia University Lucas Lloyd, Martins Ferry High School – Math/Economics/Management, Muskingum University Shaina Oberdick, Martins Ferry High School – Business, Ohio State University Joel Shane, Martins Ferry High School – Chemical Engineering, Ohio State University Cody Stalder, Martins Ferry High School – Operations Management, Ohio State University Ashley Vargo, Martins Ferry High School – Radiology, Belmont College
Donivon E. Adams Memorial Scholarship Karalynn Dalrymple, Tyler Consolidated High School – Secondary Education, Fairmont State University
Mike G. Dotson Memorial Scholarship Katlyn Seckman, Tyler Consolidated High School - Exercise Physiology, West Liberty University
Dr. Jim Mills Memorial Scholarship Kayleigh Westbrook, Edison High School – Biomedical Engineering, Ohio State University
CFOV | REPORT TO THE COMMUNITY | 2017 27 Edwin “Bud” Weigle Memorial Trade School Scholarship Jeremy Lancaster, Tyler Consolidated High School – Welding Technology, West Virginia University Parkersburg
Fraternal Order of Police Association Scholarship Tyler Goode, John Marshall High School – Pre-Law, Allegheny College Kiersten Nolan, Wheeling Park High School – Exercise Physiology, West Virginia University
Former Martins Ferry Rotary Club Scholarship Tara Fogle, Martins Ferry High School – Exercise Physiology, West Virginia University
Frank Ferguson Memorial Scholarship Madeleine Marks, Brooke High School – Biochemistry/Pre-Med, West Virginia Wesleyan Ashley VanCamp, Brooke High School – Pharmacy, West Virginia University
Gene DeProsperis Scholarship Adam Brian Campbell, Wheeling Central Catholic High School – Healthcare Administration, West Liberty University
George Zatezalo Memorial Scholarship Adriana DiMatteis, Weir High School – Exercise Physiology, West Virginia University
Ruth & William Gilligan Memorial Scholarship Ariel Fish, Tyler Consolidated High School – Physical Therapy Assistant, Washington State Community College
Glenda K Follett Memorial Scholarship Steshka Shrum, Valley High School – Elementary Education, West Virginia University
Richard Heagin Memorial Scholarship Timothy Skinner - Belmont College – Fire Science/Paramedic
Helen Biery Memorial Scholarship Jai’Ehir Jackson-Hawkins, Wheeling Central Catholic High School – West Liberty University, Biology/Pre-Med
Wheeling Professional Firefighters IAFF Local 12 Scholarship Sarah Sommers, Wheeling Park High School – Immunology/Medical Microbiology, West Virginia University Alyssa Torbett, Wheeling Park High School – Speech Pathology, West Virginia University
John & Becky Wright 1st Generation Scholarship Austin Thompson, Tyler Consolidated High School – Land Surveying Technology, Glenville State College
John Marshall High School Scholarships Bethany Booth, John Marshall High School – Nursing, Wheeling Jesuit University Madison Fisher, John Marshall High School – Criminology, West Virginia University Paul Giesler, John Marshall High School – Criminal Justice, West Liberty University Josephine Jarrett, John Marshall High School – Theater, West Liberty University Joseph Kuskey, John Marshall High School – Music Industry, West Virginia University Andrew McGlynn, John Marshall High School – Zoology/Pre-Vet, West Liberty University Madelynn Wood, John Marshall High School – Strategic Communication, West Virginia University Abby Woods, John Marshall High School – Accounting, Wheeling Jesuit University Rebecca Younger, John Marshall High School – Dental Hygiene, West Liberty University
John Racer Athletic Scholarship Ariel Fish, Tyler Consolidated High School – Physical Therapy Assistant, Washington State Community College
Joy Cox Memorial Scholarship Jenna Asbury, Wheeling Park High School – Nursing, West Liberty University
28 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Leora & Mildred LaRue Memorial Scholarship Shalee DeWitt, Preston High School – Elementary Education, Fairmont State University Brianna Grimes, Preston High School – Secondary Education/English, West Virginia University Taylor House, Preston High School – Elementary Education, Fairmont State University Brooke Quinn, Preston High School – Elementary Education, Fairmont State University Rylee Roy, Preston High School – Elementary Education, West Virginia University Emily Snyder, Preston High School – Elementary Education, Fairmont State University
Leon Berze Memorial Scholarship Destiny Kimble, Buckeye Local High School – Education, Eastern Gateway Community College
Lisa Cockayne Memorial Scholarship Bethany Booth, John Marshall High School – Nursing, Wheeling Jesuit University Kristen Frohnapfel, John Marshall High School – Animal Nutrition/Science, West Virginia University
Messino-Wehrheim Scholarship Bethany Booth, John Marshall High School – Nursing, Wheeling Jesuit University
John & Norma Miller-Daffin Educators’ Scholarship Maclaine Murad, Bridgeport High School – Elementary Education, Bethany College
Joseph P. Mull & Virginia P. Mull Memorial Scholarship Christopher Blackwell, St. Clairsville High School – Materials Science/Engineering, Ohio State University
N. Elizabeth Elbin Memorial Scholarship Morgan Goode, Cameron High School – Biology, West Virginia University Cara Martin, Cameron High School – Undeclared, Fairmont State University Cara Quigley, Cameron High School – Undeclared, Fairmont State University Bradon Stern, Cameron High School – Music Education, Warner University
Ohio County Bar Association Scholarship Stephanie Courts, Wheeling Park High School – Biology, West Liberty University Jai’Ehir Jackson-Hawkins, Wheeling Central Catholic High School – Biology/Pre-Med, West Liberty University Danielle Kaminski, Wheeling Park High School – Economics, West Virginia University
CFOV | REPORT TO THE COMMUNITY | 2017 29 Orrick, Herrington, Sutcliffe GOC Scholarship Nathan Eddy, Tyler Consolidated High School – Information Systems/Spanish, Marietta College Danielle Kaminski, Wheeling Park High School – Economics, West Virginia University
Polish American Patriot Club Scholarship Catherine Calissie, Wheeling Central Catholic High School – Nursing, Wheeling Jesuit University Max Przelenski, Martins Ferry High School – Political Science/Education, West Liberty University Dylan Wojcik, Wheeling Park High School – Medical Studies, Arizona State University Samantha Zimla, Bishop Donahue High School – Physical Therapy/Athletic Training, Wheeling Jesuit University
Pat Bland Memorial Scholarship Michael Dantrassy II, Magnolia High School – Physical Education/Health, West Liberty University
Patrick Clutter Memorial Scholarship Noah Clune, Wheeling Park High School – Broadcast Journalism, West Virginia University
Patrick Johnson Memorial Scholarship Melvin Wesley Kahle IV, Wheeling Central Catholic High School – Engineering, West Virginia University
Frances & Stephen Pritchard Scholarship Amber Watson, Tyler Consolidated High School – Architecture, Fairmont State University
Jerome B. Schmitt Memorial Scholarship Justin Bowers, Shadyside High School – Business, West Liberty University
Sylvia Archer Scholarship sponsored by the Sistersville Lions Club Brittany Weekley, Tyler Consolidated High School – Art Education, West Virginia University
W. Thornley Hunt Memorial Scholarship Christopher Blackwell, St. Clairsville High School – Materials Science/Engineering, Ohio State University Lucas Heidelbach, St. Clairsville High School – Biology, Wheeling Jesuit University Hanna Vera, St. Clairsville High School – Biology, Miami University
Trinity Evangelical Lutheran Church Scholarship Taylor Jasko, Wheeling Park High School – Nursing, West Virginia University
Tyler County Athletic Boosters Scholarship Ariel Fish, Tyler Consolidated High School – Physical Therapy Assistant, Washington State Community College Austin Thompson, Tyler Consolidated High School – Land Surveying Technology, Glenville State College
30 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Upper Ohio Valley Italian Foundation Scholarship Justin Bowers, Shadyside High School – Business, West Liberty University Katie Castellucci, Brooke High School – Undeclared, West Virginia University Natalie Cervelli, St. John Central – Biology, Ohio State University Maria Ducci, St. John Central – Biology, West Virginia University Rachel Dziewatkoski, Steubenville Catholic Central – Engineering, Purdue University Mia Edmundson, Wheeling Park High School – Journalism, West Virginia University Nicole Lewis, Wheeling Central Catholic High School – Pharmacy, West Virginia University Madeleine Marks, Brooke High School – Biochemistry/Pre-Med, West Virginia Wesleyan Ryan Moffo, Buckeye Local High School – Engineering, Muskingum University Stephanie Pennacchio, Weir High School – Biology, West Virginia University Troy Salatino, Wheeling Park High School – Secondary Education, West Virginia University Isaiah Selmon-Miller, Wheeling Park High School – Biochemistry, West Liberty University Nicole Virtue, Steubenville Catholic Central – Pharmacy, West Virginia University Kirsten Devine, West Virginia Northern Community College – Culinary Arts Program
Joseph M. & Annale R. Wells Scholarship Meliah Umstead, Hundred High School – Biology, West Virginia University
John H. & Dorothy M. Zmavec Scholarship Stephanie Courts, Wheeling Park High School – Biology, West Liberty University Troy Salatino, Wheeling Park High School – Secondary Education, West Virginia University
CFOV | REPORT TO THE COMMUNITY | 2017 31 GRANTS AND DISTRIBUTIONS
Anonymous Fund Brigid O'Brien Fund Critical Needs Fund United Way of Western PA The Oglebay Foundation Community Foundation for the Ohio Valley AMIKIDS, Inc. Nicholas County Community Foundation Capitol Theatre Preservation Trust Fund Anchorpoint Counseling Ministries North Wheeling Youth Center Wheeling Convention & Visitors Bureau Family House The Salvation Army Waldorf School of Pittsburgh Charles Lando Memorial Fund Wheeling Health Right Ohio County Schools (12) Wheeling National Heritage Area Anonymous Fund Corporation Bethany College Chevron Community Fund West Liberty Elementary American Red Cross Northwest West Virginia Drs. Madhu and Krishan Aggarwal Family Wheeling Central Catholic High School Bluegrass Music Endeavors Foundation Foundation Fund Cameron Volunteer Fire Dept Ekal Vidyalaya Foundation of USA Anonymous Fund Children's Museum of the Ohio Valley (2) Hindu Jain Temple America’s Vetdogs Marshall County Family Resource Network Hindu Swamsevak Sangh Barnesville Hospital Marshall County Schools Belmont Fire Department Earl Gompers & Bernice Near Earth Object Foundation Bethesda United Methodist Church Grewe-Gompers Fund The Oglebay Foundation Bethesda Volunteer Fire Department Wheeling Central Catholic High School (2) Our Lady of Peace School Compassion International St. Michael Parish Salvation Army - Moundsville Heifer International Young Men's Christian Association of Wheeling Health Right Injured Marine Semper Fi Fund Wheeling Youth Services System, Inc. Justin’s Place Men’s Program Edna Kiger Rapp Fund Ohio Valley Christian Soldiers Civic Leaders Fellowship Program Fund Tyler County Schools Salvation Army Parkersburg Area Community Foundation Valley Hospice SMART Center Market Elikan Fund Barnesville Hospital (4) Almost Heaven WV Fund Lisa Cockayne Animal Fund San Luis Valley Ecosystem Council Marshall County Animal Rescue League Elizabeth A. Kyle Fund Center for Interfaith Relations (2) United Way of the Upper Ohio Valley (12) Sahaloka Monastic Community Community Impact Fund Yeshe Khorlok, Inc Bellaire Local Schools Elizabeth S. Hess-Gebhard Fund Pundarika Foundation Brooke County Library Foundation Children's Museum of the Ohio Valley Catholic Charities of West Virginia Friends of Wheeling Amaya-Johnson Fund Gabriel Project of West Virginia, Inc. Elizabeth Stifel Kline Fund First Baptist Church (4) The Lighthouse Child Advocacy Center Community Foundation for the Ohio Valley Marshall County Schools Angel Fund New Day Christian Center Bishop Donahue High School Evelyn G. Engler Fund for the Seeing Hand Upper Ohio Valley Sexual Assault Association, Inc. Barnesville Exempted Village School West Virginia Independence Hall Foundation Seeing Hand Association District Fund YWCA Steubenville OH Barnesville Schools Evelyn G. Engler Fund for Wheeling Coudon Hall Fund Society for Crippled Children Brann and Helen Altmeyer Fund Linsly School (4) Easter Seals Rehabilitation Center Wheeling Central Catholic High School Courtney & Danielle Block Memorial Fred R. Wilcox Memorial Fund Bridgeport Educational Assistance Fund Scholarship Fund Sponsored by UPS Middlebourne United Methodist Church Bridgeport School District Bishop Donahue High School Gilbert S. Bachmann Memorial Fund Linsly School
32 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Glaub Family Fund John & Alia Karras Family Fund Weir High School AIM Women’s Center St. John the Divine Greek Orthodox Church Weirton Elementary School Gateway Church EPC Weirton Rotary Charities Fund Michael & Betty Karras Memorial Fund Old Fort Steuben Project Inc. St. John the Divine Greek Orthodox Church Marshall County Society for Disabled Ohio County Schools Children & Adults Fund Wintersville United Methodist Church John Oliver Rankin, M.D. Memorial Fund 84 Lumber Co West Virginia American College of Surgeons Gompers Family Fund Axess Maintenance & Contracting, LLC Wheeling Central Catholic High School Joseph & Marilyn Fraker Animal Fairmont Home Medical Care Fund Groves Custom Builders Goodman Family Fund Marshall County Animal Shelter Lorraine Surgical Supply Ohio University Eastern Lowe’s Home Improvement Tri-County Help Center Joseph Krivak Memorial Fund John Marshall High School Community Foundation for the Ohio Valley Weirton Madonna High School Panhandle Cleaning & Restoration Wheeling Distribution Center Grand Vue Park Foundation Fund Julia Schaltenbrand Endowment Fund Grand Vue Park Mary H. Weir Public Library (4) Mary Ann Hess Fund Weirton Christian Center (4) H. Lawrence Jones Fund Civic Leaders Fellowship Program Friends of Wheeling Ohio County Schools Foundation Kenneth R. Dennis Fund United Way of the Upper Ohio Valley Martins Ferry High School Mary's Provisions for the Poor Fund Young Men's Christian Association of Ohio County 4-H St. Michael Parish (4) Wheeling Kessler First Family Legacy Fund Matt Velez Save A Life Fund Helen P. Rowley & Leonard Rowley Old Fort Steuben Project Inc. (2) DXE Medical Inc. (5) Memorial Fund CEC/Seabee Historical Foundation Lawrence E. & Mary Dee Bandi Fund Miller Family Fund Episcopal Relief & Development United Way of the Upper Ohio Valley Beaver Area Heritage Foundation Peterkin Conference Center Beaver Area Memorial Library Lee Ann Foundation for Victims of St. Mark's Episcopal Church Beaver County Humane Society Breast Cancer St. Matthew’s Episcopal Church Wheeling Health Right (3) Chestnut Grove Presbyterian Church The Salvation Army Feherty's Troops First Foundation Washington National Cathedral Lesley W. Galinski Endowment for The Oglebay Foundation Wheeling Health Right Music and Fine Arts Fund West Liberty University Wheeling Country Day School Helping Hands Fund Mount Wood Cemetery Fund Pundarika Foundation St. John the Divine Living Memorial Wheeling National Heritage Area Endowment Fund Corporation Hess Family Fund St. John the Divine Greek Orthodox Church Catholic Charities of West Virginia Music Magic Fund Civic Leaders Fellowship Program Lynne & Ben Exley IV Charitable Fund Ohio County Strings Association Webark Estates, Inc. Luther North College Prep Nolte Family Fund Wheeling-Ohio County Health Department Wheeling Dog Park Fund Wheeling Health Right Anonymous (2) James McCune Foundation Fund Pangilinan-Torres Charity Fund Aaron Davies Golf Scramble Mark & Barbara Trushel Charitable Fund Corpus Christi School Weirton Madonna High School (2) Brooke-Hancock Family Resource Network Cove Presbyterian Peterson Community Foundation Fund Jerry & Lova Ebbert Fund First Christian Church (5) Peterson Rehabilitation Center Barnesville Hospital Mercy Baptist Church (4) St. Mary's Church Northern Panhandle Head Start, Inc. Raimonde Family Fund New Mount Calvary MB Church of Chicago Weirton United Way Martins Ferry High School
CFOV | REPORT TO THE COMMUNITY | 2017 33 Raise Your Game Fund Todd Hayes Memorial Fund Wheeling Health Right - Weidle American Program Bureau (3) Marshall County Schools (6) Memorial Fund Wheeling Health Right (4) Robinson Family Fund Toronto Coalition for Revitalization Fund Young Men's Christian Association Trinity Health System Foundation Wheeling Middle School Boosters of Wheeling Club Fund Two Bridges Fund Wheeling Middle School Romeo & Elsie Reyes Family Fund Youth Services System, Inc. Catholic Neighbordhood Center Wheeling-Nisshin Fund United Way Endowment Fund Gabriel Project of West Virginia, Inc. Brooke County Athletic Complex United Way of the Upper Ohio Valley (12) Women's Giving Circle Brooke County Schools St. Michael Parish Upper Ohio Valley Dialysis Memorial Fund City of Follansbee Blessed Transportation United Presbyterian Church of Follansbee Sean P. Elerick Memorial Fund BMG Transportation, LLC St. Clairsville Saints Club Whipkey Charitable Fund Veterans Fund (Park Dances Revisited) Camp Kno-Koma (2) Smith-Goshen Rice Enrichment Fund Northwest Territorial Mint, LLC WVU Foundation (2) 5 Loaves Food Ministry Vietnam Veterans Support Group (2) Barnesville Hospital William H. Homan "Founders Fund" Barton VFD W. Frederick Bartholomew Fund Community Foundation for the Ohio Valley Bellaire Local Schools Trinity Lutheran Church (12) Williams Fund Bellaire VFD Girl Scouts of Black Diamond Council Belmont County General Health District WATCH Endowment Fund Russell Nesbitt Services (2) Belmont County Military Veterans Museum Women's Giving Circle Fund Bethesda Volunteer Fire Department Weirton Independence Day Concert Fund Bellaire Local Schools Bridgeport Christian Friendship Council Wheeling Symphony Children’s Museum of the Ohio Valley Glencoe Economic Development Committee Florence Crittenton Services Inc. Morristown Park Commission Wes Wagner Art Scholarship Girl Scouts of Black Diamond Council St. Vincent De Paul of Barnesville Bethany College The Greater Wheeling Coalition for the Salvation Army Homeless, Inc. Wetzel County Area Fund Smith Township Volunteer Fire Department CASA for Children, Inc. Habitat for Humanity Wheeling Switzerland of Ohio Local School District Hundred Volunteer Fire Department Oglebay Institute Tri-County Help Center Pine Grove Volunteer FD SMART Center Village of Bethesda Police Dept Youth Services System, Inc. West Virginia Northern Community College Village of Morristown Wheeling Health Right Wetzel County Hospital Fund Upper Ohio Valley Sexual Assault Stealey Community Fund Wetzel County Hospital Help Center Adams House Ministries YWCA Steubenville ArtsLink, Inc. Wheeling Automobile Club Fund YWCA Wheeling (2) Council of Senior Tyler Countians, Inc. Gilbert S. Bachmann Memorial Fund Youth Services System, Inc. Middlebourne Baptist Church (4) King’s Daughters Child Care Center Middlebourne Youth League (2) Laughlin Memorial Chapel WV Key Club District Fund Middlebourne Parks & Recreation Linsly School (2) West Virginia Key Club District Facilities, Inc. (8) Lions Club Charities of Wheeling Mid-Ohio Valley Regional Center Marshall County Historical Society WV Kiwanis District Foundation Fund - Town of Middlebourne (5) Moundsville Historic Landmarks Commission Jim Moler Award Tyler County 4-H (3) The Oglebay Foundation West Virginia Kiwanis District Foundation (3) Tyler County Board of Education (4) Ohio County Public Library Tyler County Public Library Ohio River Council - Boy Scouts of America Jerome B. Schmitt Memorial Steubenville Revitalization Group Fund Scholarship Fund Ohio Valley Youth Network Soup Kitchen of Greater Wheeling, Inc. Thieroff Family Fund Unity Center St. Matthew's Food Bank (2) Wheeling Country Day School (2) Wheeling Health Right Youth Services System, Inc.
34 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 ASSETS
2006 $22,053,017
2007 $24,435,058
2008 $23,919,994
2009 $21,206,406
2010 $22,662,944
2011 $26,191,082
2012 $23,754,757
2013 $29,203,518
2014 $34,741,645
2015 $36,446,109
2016 $43,287,237
2017 $51,161,298
CFOV | REPORT TO THE COMMUNITY | 2017 35 The Community Foundation for the Ohio Valley, Inc. and Subsidiaries consolidated statements of activities for the year ended June 30, 2017 and 2016.
UNRESTRICTED NET ASSETS Support and Revenue: 2017 2016 Contributions $5,987,517 $9,634,305 Investment Return $4,243,074 ($278,714) Other $260,716 $38,182 Net Assets Released from Restrictions - $9,601 Total Support and Revenue $10,491,307 $9,403,374
EXPENSES Program Services: Grants $ 2,226,568 $ 2,051,549 Other Program Expenses $22,556 $20,897 Supporting Services: General and Administrative $451,186 $292,689 Fundraising $83,813 $61,797
Total Expenses $2,784,123 $2,426,932
Increase in Unrestricted Net Assets $7,707,184 $6,976,442
TEMPORARILY RESTRICTED NET ASSETS Net Assets Released from Restrictions - ($9,601) Decrease in Temporarily Restricted Net Assets - ($9,601)
Change in Net Assets $7,707,184 $6,966,841
NET ASSETS - BEGINNING OF YEAR $39,782,483 $32,815,642
NET ASSETS - END OF YEAR $47,489,667 $39,782,483 CONSOLIDATED STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED JUNE 30, 2017 & 2016 FOR OF ACTIVITIES STATEMENTS CONSOLIDATED
36 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 The Community Foundation for the Ohio Valley, Inc. and Subsidiaries consolidated statements of Financial Position June 30, 2017 and 2016.
ASSETS Current Assets: 2017 2016 Cash and Cash Equivalents $3,453,275 $1,108,657 Grants and Bequests Receivable $3,724,389 $7,547,191 Investments, at fair value $43,968,399 $34,612,656 Property and equipment, net $15,135 $17,445 Organization costs, net $100 $1,288
Total Current Assets $51,161,298 $43,287,237
LIABILITIES AND NET ASSETS Liabilities: Accounts Payable and Other Liabilities $661 $661 Grants Payable $130,244 $122,177 Accrued Payroll and Payroll Taxes $8,687 $7,617 Funds Held for Others $3,532,039 $3,374,299
Total Liabilities $3,671,631 $3,504,754
Net Assets: Unrestricted $43,877,058 $36,169,874 Permanently Restricted $3,612,609 $3,612,609
Total Net Assets $47,489,667 $39,782,483
Total Liabilities and Net Assets $51,161,298 $43,287,237 STATEMENT OF FINANCIAL POSITION FOR THE YEARS ENDED JUNE 30, 2017 & 2016 FOR OF FINANCIAL POSITION STATEMENT
CFOV | REPORT TO THE COMMUNITY | 2017 37 Board of Directors Staff Robert M. Robinson, President Susie Nelson Robinson Automotive Group Kris Molnar Executive Director Ex-officio – Executive, Investment, Rural Emergency Trauma Institute Executive, Scholarship Lisa Moore Distribution, Nominating, Scholarship Director of Development William L. Paras Dr. H. Lawrence Jones, Vice President Debbie Bloomfield Executive, Scholarship Security National Trust Investment Grants & Special Projects Administrator Edward D. Gompers, Treasurer Elsie Reyes Jess Puglisi-Sanders Edward D. Gompers & Co., AC Scholarship & Outreach Coordinator Executive, Distribution, Nominating Community Leader Distribution Tina Reilly DeWitt Will Turani, Secretary Bookkeeper Orrick Global Operations Center David Robertson Executive, Distribution Spilman, Thomas & Battle, PLLC Scholarship Frederick M. Dean Rohrig Committee Robert Cupp Jr. Attorney WesBanco, Inc. Investment, Distribution Volunteers Investment Luke Schmitt Robert Becerra Sue Seibert Farnsworth Flaherty, Sensabaugh, Bonasso PLLC Investment Committee Scholarship Spilman, Thomas & Battle, PLLC Chris Carder Nominating James G. Squibb Jr. Scholarship Committee Beyond Marketing Beri Fox Sherry Hearne Scholarship Marble King, Inc. Scholarship Committee Jim Stultz Joseph Glaub Jeff McCamic Community Leader Community Leader Scholarship Committee Scholarship Jay Goodman Carol Young William J. Yaeger Jr. Harvey Goodman Realtor Scholarship Committee Scholarship Herndon, Morton, Herndon & Yaeger Investment John Holloway, M.D. Physician Distribution Charles J. Kaiser Jr. Phillips, Gardill, Kaiser Emeritus Members & Altmeyer, PLLC Joseph E. W. Boutaugh, Founding Member Executive, Distribution, Nominating David B. Dalzell, Jr. David Kappel, M.D. Carlos C. Jimenez, M.D. Physician William O. Nutting Mark A. McKeen Joan C. Stamp Huntington Bank Investment Tulane Mensore Attorney Executive, Scholarship
Trustee Banks
Home Savings Bank McCoy Wealth Management, LLC Security National Trust Company Huntington Bank McKinley Carter Wealth Services United Bank LPL Financial - John DeSantis Monteverde Group WesBanco Bank, Inc.
38 FISCAL YEAR 2017 | JULY 1, 2016 - JUNE 30, 2017 Top Reasons Why You9 Should Give Through CFOV
1. We are a local organization with deep roots in the community. 2. Our professional staff has broad expertise regarding community issues and needs. 3. We provide highly personalized service tailored to each individual’s charitable and financial interests. 4. Our donor advised funds help people invest in the causes they care about most. 5. We accept a wide variety of assets, and can facilitate even the most complex forms of giving. 6. We partner with professional advisors to create highly effective approaches to charitable giving. 7. We offer tax advantages under state and federal law. 8. We build endowment funds that benefit the community forever and help create personal legacies. 9. We are a community leader—bringing agencies together and coordinating resources to create positive change.
CFOV | REPORT TO THE COMMUNITY | 2017 39 ANNIVERSARY • EST. 1972 •
A FUND FOR ALL TIME SUPPORTED BY AND FOR THE PEOPLE OF THE UPPER OHIO VALLEY
The Community Foundation for the Ohio Valley, Inc. is registered as a charitable organization with the West Virginia Secretary of State. A summary of the Foundation’s registration and financial documents may be obtained from the Secretary of State, State Capitol, Charleston, WV 25305
1310 Market Street, Wheeling, WV 26003 Phone: 304-242-3144 www.cfov.org